See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,897 | $124,425-18.1% | $112,040-9.1% | $137,256-25.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 13.58% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $10,161 | $3,411+197.8% | $2,954+244.0% | $4,156+144.5% |
| Participant deferral / active EE | $10,088 | $5,718+76.4% | $5,098+97.9% | $6,407+57.5% |
| Admin fee / account holder | $949 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |